Matrix Asset Advisors, Inc. (“Matrix”), a registered investment advisor, was founded in 1986, and is based in White Plains, NY with an office in New York City. The firm is 100% owned by its employees. Partners have significant assets invested in our products alongside our clients.
Assets under management of $791 million as of 12/31/2020. Our size allows us to be both opportunistic in investing and responsive to client needs. We are long-only, bottom-up investors with a long-term mindset and a strong Value orientation.
Matrix employs a highly disciplined Value-oriented philosophy rooted in the precepts of Graham and Dodd. We believe that Value can be found across the spectrum of the economy, so we will “go anywhere for value.” Our approach is implemented in two distinct but related equity strategies, both of which are offered as separate accounts and mutual funds.